Month: March 2019

Access Restrictions by Workgroups

Posted on by Sergey Marenich

Hi All, Today I want to share with you a quite advanced customization that can significantly enhance your data security. Lets start with business task first: Customer want to limit visibility of certain documents and entities between different users and group of users: Users should see the entity or document if he is creator, owner or belongs to a workgroup that can see the document. If users see the entity or document than all his managers should also see the same document. Users who don’t belong to assigned workgroups should not see the document or entity. It is possible that documents or entities are assigned to multiple workgroups simultaneously For… Read more

Files Sync Providers

Posted on by Sergey Marenich

Hi All, Acumatica architecture is very extensible and many functions can be extended just with new class of specific interface/base class.Import Data Providers, Dashboards, Credit Card Processing, Bank Statement Import and so on. Most of them already described in different sources. However today I want to show you how to create a custom File Sync Provider. The list of providers that you can see in the Synchronization Types is actually dynamic. That means you can add there more functions without changing base code of Acumatica. To add a new File Sync Provider you need to to 2 things: Create a Provider class that can handle files Export/Import Extend Combo-box to… Read more

Sales Basics For Developers

Posted on by Sergey Marenich

Hi All, Here I want to share with you some information and my observations on how ERP Sales works in our business. As developers or consultants we are not often involved in sales processes and not often understand how company earns money. However I believe that is an essential knowledge for every single employee as only trough understanding of company targets we can properly define priorities. This is continuation of my previous article – Accounting Basics for Developers. Nature of Sales Sales in general is very chaotic thing that may be affected by so many different aspects: personal preferences (like/dislike more), knowledge (know how to use), personal relationship (trust someone… Read more

Working with Generic Inquiries from Code

Posted on by Dmitry Naumov

Generic Inquiries is a powerful tool to build ‘no code customizations’ for Acumatica ERP. However, it is also a tool that may be used in code too. In this article I show couple of examples of working with Generic Inquiries from code. Redirect to a Generic Inquiry You can redirect user to a Generic Inquiry from code almost the same way you redirect user to any other screen. To do that, you throw special PXRedirectToGIREquiredException. This exception has several overloads with different arguments. The simplest one requires only one argument – name of a Generic Inquiry (the one you see in Inquiry Title field on Generic Inquiry Design screen). See… Read more

Records Post-Processing

Posted on by Sergey Marenich

Hi All, Today want to share with you some thoughts about how to organize additional processing in Acumatica.Commonly we may need to to something together with document release: create contract, send EDI request (like inter-company), call 3rd party API and so on. Most common way to do so is just code infection in the save or release process. Than you do 2 things just together.However this leads to some troubles: Performance – when you do 2 operations simultaneously you have to lock transaction for longer period of time, that finally affects other users as they have to wait. Repeating – if operation fails and you have to repeat it you… Read more

Developer Webinars Feb for 2019 R1 Updates

Posted on by Dang Huynh

Hi all, As last post related to our webinars for developer in 2019 (https://newasiablog.acumatica.com/2019/02/acumatica-announced-a-webinar-series-for-developers.html), We would like to share with you some recording in case you missed the session. Credit Card Processing Enhancements – 22nd FebruaryBelow in the recorded session, we discuss our roadmap for our credit card processing plugin for 2019 R2 and discuss what’s new in 2019 R1 .  We talked about our new processing plugin interface, mobile credit card payments, portal payments, changes in our Credit Card Payments workflows, and deprecating older plugins. Generic Inquiry Improvements – 25th FebruaryPivots, navigation, totals, side panels, conditional colorization, OData and Push notifications. All these features are supported by our Generic Inquiries. We demonstrated all of these… Read more

Partner Custom Training – Interviews

Posted on by Sergey Marenich

Hi All, Few months ago I was conducting a specialized training for About IT partner of Acumatica in South Africa. We have discussed many things like: development, issues investigation, implementation projects, internal ERP usage and many others. Here I want to share with you three interviews we recorded as part as these activities. Feel free to request Acumatica to provide training for whether you need it. Acumatica team will be happy to work with you on agenda and your questions.